Help & FAQs
Need help navigating Carson Coaching Online? Check out our FAQs below or email coaching@carsongroup.com for additional support.
How do I change my password?
- Click on the drop-down arrow next to your name at the top right of the screen.
- Hover over “Account” in the drop-down menu
- Select “Login Information”
- Enter and confirm your new password, then click “Save Changes”
How do I change my payment method?
- Click on the drop-down arrow next to your name at the top right of the screen.
- Select “Billing” from the drop-down menu
- Click “Payment methods” from the center-left menu
- Click the “Add payment method” or “Change payment method” button
- Enter your credit card information
- Click “Add payment method”
How do I view my previous monthly invoices?
- Click on the drop-down arrow next to your name at the top right of the screen.
- Select “Billing” from the drop-down menu
- Click “Orders” from the center-left menu
- Click the “View” button next to the monthly charge you would like to view
How do I add or change my profile picture?
- Click on the drop-down arrow next to your name at the top right of the screen.
- Click on your name from the drop-down menu
- Hover over the profile picture icon
- Click “Change profile photo”
- Click the "Select your file" button
- Select the photo you would like to use from the file explorer and click "Open" or "Select"
Note: We recommend using a photo with a maximum width of 500px, and no larger than 250kb in size. - Adjust photo as needed
- Click “Crop Photo” to save
How do I add or change my cover picture?
- Click on the drop-down arrow next to your name at the top right of the screen.
- Click on your name from the drop-down menu
- Click “Edit Profile”
- Click “Cover Photo” from the center-left menu
- Click the “Select your file” button
- Select the photo you would like to use from the file explorer and click “Open” or “Select”
Note: We recommend using a photo with a maximum width of 500px, and no larger than 250kb in size. - Adjust photo as needed
- Click “Crop Photo” to save
How do I edit my profile information?
- Click on the drop-down arrow next to your name at the top right of the screen.
- Click on your name from the drop-down menu
- Click “Edit Profile”
- Enter the information in the fields you would like to add/change
- Click “Save Changes”
How do I change my name that shows up in the community forum?
- Click on the drop-down arrow next to your name at the top right of the screen.
- Click on your name from the drop-down menu
- Click “Edit Profile”
- Enter your desired name under the “Nickname” field
Note: Only “a-z”, “0-9”, “-“, “_” and “.” are allowed. - Click “Save Changes”
Where do I find client-facing presentations?
Only available to Carson Coaching Online Pro users.
- Navigate to the “Resource Library” from the left menu
- Under the filter section, select “Client Presentation” from the “Category” drop-down menu
Where do I find Forecast and Half-Time Report presentations?
- Navigate to the “Market Commentary” page from the left menu
- Scroll to the “Market Commentary Presentations for Clients” section
- Click either the “Download Presentation” button to view our most current standard presentation, or click “See Additional” for BD-specific and previous presentations.
Note: Forecast and Half-Time Report presentations require CCO Pro or Executive Business Coaching memberships.
Where do I find client-facing documents?
For general client-facing presentations:
- Navigate to the “Resource Library” from the left menu
- Under the filter section, select “Client Facing” from the “Category” drop-down menu.
- Tip: You can quickly identify client-facing materials in any category by looking for the green “C” icon.
Where do I find the Weekly Market Commentary?
- Navigate to the “Market Commentary” page from the left menu
- Scroll to the “Weekly Market Commentary” section
- Click either the “Download” button to view our most current standard weekly market commentary, or click “See Additional” for BD-specific and previous versions.
- To find BD-specific versions, use the appropriate “Category” filter.
Note: The Weekly Market Commentary is included in CCO Pro and Executive Business Coaching memberships.
How do I make a suggestion for a resource or course I think should be added to Carson Coaching Online?
- Navigate to the “Resource Library” from the left menu.
- Scroll down below the resource listing to the “Not finding what you’re looking for?” section.
- Enter the specific resource or course you are looking for and click “Submit.”
How do I get notified when new posts are added to the Community Forum?
- Navigate to the “Community” page from the left menu.
- Click on the forum category you are interested in following.
- Click on the “Subscribe” button.
How do I clear my notifications?
- Click on the notification bell on the top right menu.
- Select “View Notifications”
- Click the checkboxes by those you want to clear.
- Select “Mark Read” from the “Bulk Actions” drop down menu.
How do I add a new post to the Community Forum?
- Navigate to the “Community” page from the left menu.
- Click on the forum category your question best fits in.
- Click the “New Discussion” button
- Enter a discussion title and content.
- Click “Post.”
How do I change or cancel my membership?
To change or cancel your Carson Coaching Online membership, please send an email to coaching@carsongroup.com.
I forgot my password. How do I reset it?
- Navigate to coaching.carsongroup.com and click “Sign In.”
- Click the “Forgot Password” link.
- Enter your email address.
- Click “Request reset link."
- Use the link emailed to you to reset your password.